Installation

This guide walks you through setting up your first client, connecting their M365 tenant, and installing the CloudMove agent.

Step 1: Create a Client

1. Log in to the CloudMove Dashboard
2. Click Add Client in the sidebar
3. Enter the client's name and click Create

Step 2: Connect M365 Tenant

Each client needs their M365 tenant connected for migrations to work.

1. Open the client you just created
2. Click Connect Microsoft 365
3. Sign in with a Global Administrator or SharePoint Administrator account
4. Grant admin consent for the CloudMove application

Step 3: Create a Project

1. From the client page, click New Project
2. Enter a project name (e.g., "Finance Department Migration")
3. Click Create

Step 4: Install the Agent

The CloudMove agent runs on your client's network to access source files. Download the installer for your platform:

Installing on Windows

1. Download CloudMoveAgent-windows-x64.msi
2. Double-click to run the installer
3. Follow the installation wizard
4. Launch CloudMove Agent from the Start Menu

Installing on macOS

1. Download CloudMoveAgent-macos-arm64.dmg (Apple Silicon) or CloudMoveAgent-macos-x64.dmg (Intel)
2. Open the DMG and drag CloudMove Agent to Applications
3. Launch CloudMove Agent from Applications

Step 5: Connect the Agent

1. In the CloudMove Dashboard, go to your project
2. In the Agent Connection card, click Generate Token
3. Copy the 8-character token
4. In the CloudMove Agent, paste the token and click Connect

The agent should now show as Connected in both the agent window and the dashboard.

Next Steps

You're all set up! Continue to Quick Start to run your first scan and migration.